Q4 2018 Holdings
Filed 2019-02-14 | 13 holdings | $26.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $16.1M | 117,410 | 60.3% |
| Blackline Inc(BL) | COM | 09239B109 | $10.4M | 255,000 | 39.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $32.9K | 501,000 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $25.0K | 1,065,000 | 0.1% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $23.8K | 400,000 | 0.1% |
| Arco Platform LTD | COM CL A | G04553106 | $19.9K | 899,653 | 0.1% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $15.6K | 2,002,945 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $14.4K | 110,000 | 0.1% |
| Svmk Inc | COM | 78489X103 | $6.5K | 530,000 | 0.0% |
| Solarwinds Corp | COM | 83417Q105 | $5.5K | 400,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $4.8K | 30,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.3K | 4,161 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.9K | 3,750 | 0.0% |